Aufman Associates Inc Portfolio Holdings

Aufman Associates Inc

  • $146 Million
  • Q1 2025

Aufman Associates Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $32.4M, Vanguard Index Fds S&P 500 ETF with a value of $32.1M, Vanguard Ftse Developed Market with a value of $26.2M, Seagate Technology Holdings PLC with a value of $7.1M, and Vanguard Mid Cap Growth Index with a value of $6.29M.

Examining the 13F form we can see an decrease of $2.66M in the current position value, from $148M to 146M.

Aufman Associates Inc is based out at Sewickley, PA

Below you can find more details about Aufman Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $115 Million
Technology: $10.3 Million
Healthcare: $4.23 Million
Financial Services: $3.84 Million
Basic Materials: $2.66 Million
Communication Services: $2.1 Million
Real Estate: $1.98 Million
Energy: $1.82 Million
Other: $3.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.4 Million 22.29% of portfolio
146,265
Q1 2025 Reduced 0.5%
$0
$32.1 Million 22.03% of portfolio
62,391
Q1 2025 Reduced 3.03%
$0
$26.2 Million 17.99% of portfolio
515,154
Q1 2025 Added 4.44%
$0
$6.29 Million 4.32% of portfolio
25,706
Q1 2025 Reduced 2.16%
$0
$4.38 Million 3.01% of portfolio
7,789
Q1 2025 Reduced 0.26%
$0
$3.21 Million 2.21% of portfolio
52,962
Q1 2025 Reduced 0.62%
$0
$2.27 Million 1.56% of portfolio
96,175
Q1 2025 Added 627.88%
$0
$883,000 0.61% of portfolio
14,233
Q1 2025 Added 0.28%
$0
$799,000 0.55% of portfolio
2,156
Q1 2025 Reduced 0.96%
$0
$775,000 0.53% of portfolio
20,183
Q1 2025 Added 0.26%
$0
$742,000 0.51% of portfolio
2,870
Q1 2025 Added 0.46%
$0
$741,000 0.51% of portfolio
1,326
Q1 2025 Reduced 2.14%
$0
$636,000 0.44% of portfolio
13,648
Q1 2025 Added 0.22%
$0
$545,000 0.37% of portfolio
6,676
Q4 2024 Added 1.34%
$0
$521,000 0.36% of portfolio
1,896
Q1 2025 Reduced 6.97%
$0
$413,000 0.28% of portfolio
6,077
Q3 2024 Reduced 19.4%
$0
$299,000 0.21% of portfolio
2,611
Q1 2025 Added 0.23%
$0
$295,000 0.2% of portfolio
7,335
Q1 2025 Added 0.77%
$0
$289,000 0.2% of portfolio
6,730
Q4 2024 Added 1.05%
$0
$279,000 0.19% of portfolio
1,466
Q3 2024 New
$0
$238,000 0.16% of portfolio
2,859
Q3 2024 New
$0
$238,000 0.16% of portfolio
4,091
Q4 2024 Reduced 6.64%
$0
$223,000 0.15% of portfolio
1,864
Q3 2024 New
$0
$116,000 0.08% of portfolio
10,158
Q4 2024 Added 1.0%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $146 Million
  • Prior Value $148 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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